Distributor Access

Overview

The Licensing Portal enables Distributors to centrally manage license inventory, partner relationships, and internal users from a single interface. It provides clear visibility into available and transferred licenses, supports controlled license distribution to integrators and customers, and maintains a complete audit trail of all key actions.

The Distributor Dashboard is the landing page for distributor users. It provides a high-level view of license inventory, integrator relationships, team size, and recent activity, along with quick access to commonly used actions.

The top banner displays high-level metrics:

  • Available Licenses – Total licenses available for assignment.

  • Transferred Licenses: Cumulative number of licenses that have been successfully transferred to integrators or customers.

  • Total Integrators: Number of active integrators associated with the distributor.

  • Total Members: Number of active members under the distributor account.

These metrics are view-only and update automatically based on current system data.

Quick Actions

The second section provides direct access to frequently used actions.

  • Manage Licenses: Navigates to the Licensing Overview module to view and manage license inventory.

  • Create Integrator: Opens the Integrator module to add a new integrator and enable license transfers.

  • Invite My Team: Opens the Invite Member flow in the Members module to add internal users.

Recent Transactions

Displays the latest twenty license-related transactions by:

  • Date & Time

  • Product Name

  • Integrator

  • License Quantity

  • Entitlement ID

  • PO Number

“View All” redirects to the Transactions module.

Recent Audits & Events

Displays the twenty most recent system and user activity.

  • Date & Time

  • Message

  • Type

  • User

“View All” redirects to the Audit & Event Log module.

The Transactions module provides Distributors with a centralized, read-only view of all license transfer and split activities. It enables users to track license movement across integrators, review entitlement and order details, and export transaction records for reporting and reconciliation.

Filters & Search

Start/End Date Field

Use the dropdown calendar to choose a specific date range to display.

Filter

Choose based on Product Name, Action Type, or Integrator.

Search

Text-based search by PO Number.

Export CSV

Exports a CSV format file

Note: This option is only accessible to users with Admin role access.

Columns

Use this dropdown to select what columns are displayed.

The Transactions table displays the following fields:

  • Date & Time

  • Product Name

  • Action Type

  • License QTY

  • Entitlement ID

  • PO Number

  • QSC Sales Order

Transaction Details Panel

Clicking any row opens a right-side detail panel providing full transaction context.

Displayed Fields

  • Date & Time

  • Product Name

  • Product Description

  • Action Type

  • License QTY

  • Entitlement ID

  • PO Number

  • QSC Sales Order

This allows for quick sharing or reconciliation with external systems.

Integrator Representatives

Displays any representatives attached to the Transaction.

Clicking the customer cards expands to show:

  • Email

  • First Name

  • Last Name

  • Note

The Audit & Event Log module provides Distributors with a centralized, read-only record of critical system and user activities. It enables authorized users to monitor actions across the portal, ensure traceability, and support internal reviews and compliance audits.

Filters & Search

Start/End Date Field

Use the dropdown calendar to choose a specific date range to display.

Search Filter

Choose based on access type or specific user.

Search

Text-based search

Export CSV

Exports a CSV format file

Note: This option is only accessible to users with Admin role access.

The Audit & Event Log displays the following fields:

  • Date & Time - Timestamp of the action performed.

    Format: DD MMM YYYY, HH:MM:SS

  • Message - Human-readable description of the action.

  • Type - Category of action (e.g., Members, Licenses, Activations).

  • User - Name or email of the user who performed the action.

The Licensing Overview module gives Distributor users a complete view of their license inventory. It allows users to explore licenses grouped by Products or Entitlements, understand availability and transfer status, and initiate license transfers based on role permissions.

The module is designed to help distributors quickly identify available licenses, empty entitlements, and take transfer actions with confidence.

  • Product Name

  • Product Type (License Type)

  • Product Description

All visible columns support sorting.

Search & Filters

Use the text field to search by Product Name and Product Type.

Right-Side Product Detail Panel

Selecting a product opens a detail panel displaying:

General

  • Product Name

  • Description

  • Deployment Type

Included in Entitlements

  • Entitlement ID

  • Order Date

  • QSC Sales Order

  • PO Number

  • Licenses Available

  • Transferred Licenses

Transfer

Click to start transfer process opening the Transfer Information window.

Overview

Displays the product information and number of available licenses.

Split before Transfer

Enabling allows the user to choose how many of the available licenses to transfer.

Note: All licenses are sent be default when disabled.

Transfer to

Use the dropdown to select the desired Integrator to transfer to. If not listed, use the Create New One to add a new integrator.

Integrator Representative

Displays the default Integrator Representative with an option to notify them of the transfer. Customer Email may also be added to the CC field for notification.

Clicking Next moves to the Confirmation window. If all information is correct, click Transfer to proceed.

Search & Filters

Filter

Use the dropdown to select filters by Order or Expiration Date.

  • Order Date (custom range selector; end date defaults to current date)

  • Expiration Date (custom range selector)

  • Entitlement ID

  • QSC Sales Order

  • PO Number

Search Filter

Use the dropdown to filter the search by Entitlement ID, QSC Sales Order, or PO Number.

Columns

Use this dropdown to select what columns are displayed.

  • Entitlement

  • QSC Sales Order

  • Status

  • Product

  • Product Description

  • Order Date

  • Expiration

  • PO Number

  • Total Available Licenses

Right-Side Entitlement Detail Panel

Selecting a product opens a detail panel displaying:

General

  • Order Date

  • QSC Sales Order

  • PO Number

  • Entitlement ID

  • Total Available Licenses

License

  • Product Name

  • Description

  • Deployment Type

  • Available Licenses

  • Transferred Licenses

Transfer

Click to start transfer process opening the Transfer Information window.

Overview

Displays the product information and number of available licenses.

Split before Transfer

Enabling allows the user to choose how many of the available licenses to transfer.

Note: All licenses are sent be default when disabled.

Transfer to

Use the dropdown to select the desired Integrator to transfer to. If not listed, use the Create New One to add a new integrator.

Integrator Representative

Displays the default Integrator Representative with an option to notify them of the transfer. Customer Email may also be added to the CC field for notification.

Clicking Next moves to the Confirmation window. If all information is correct, click Transfer to proceed.

The Integrators module allows Distributor users to view, manage, and control integrator organizations they work with. It provides visibility into integrator details, representatives, and transferred licenses, and controls whether an integrator is eligible to receive license transfers.

+ Integrator

Opens the Create Integrator form.

  1. Fill in the required Customer fields.

  2. Click Next.

  3. Add representative info in the next page to complete.

  • Up to 5 representatives

  • First added rep marked as default

  • Default can be changed

  • Duplicate emails blocked

  • At least one valid rep required

Shows current active Integrator accounts in the organization.

Filter & Search

Filter

Filters customers by country.

Search

Text-based search field

Columns

Use this dropdown to select what columns are displayed.

The Customer table displays the following sortable fields:

  • Company Name

  • Email Domain

  • Address

  • Country

  • Company Phone

  • Contact Name

  • Contact Email

  • Tax/VAT ID

  • Email Domain

Right-Side Integrator Details Panel

Selecting an integrator opens a detail panel displaying:

General

  • Company Name

  • Email Domain

  • Tax/VAT ID

  • Company Phone

Address

Expanding displays address information for the integrator.

Integrator Representatives

Displays integrator representative information.

Licenses

Displays license information for the selected integrator representative. Clicking View Transactions take you to the Transaction information for that license.

Activity

Displays most recent activity information for the integrator record.

Archive

Click to archive the integrator.

Shows all archived integrators from the organization.

Filter & Search

Filter

Filters customers by country.

Search

Text-based search field

Columns

Use this dropdown to select what columns are displayed.

The Customer table displays the following sortable fields:

  • Company Name

  • Email Domain

  • Address

  • Country

  • Company Phone

  • Contact Name

  • Contact Email

  • Tax/VAT ID

  • Email Domain

Right-Side Integrator Details Panel

Selecting an integrator opens a detail panel displaying:

General

  • Company Name

  • Email Domain

  • Tax/VAT ID

  • Company Phone

Address

Expanding displays address information for the integrator.

Integrator Representatives

Displays integrator representative information.

Licenses

Displays license information for the selected integrator representative. Clicking View Transactions take you to the Transaction information for that license.

Activity

Displays most recent activity information for the integrator record.

Unarchive

Click to return the integrator to Active status.

The Members module allows Distributor Admins to manage internal users who have access to the Licensing Portal. It provides visibility into active users and pending invitations, with role-based controls to manage access and permissions.

+ Invite Member

Note: This section is only available to users with Admin level access.

  1. Clicking "Invite Member opens the Invite Member form.

  2. Fill in email address and optional phone number for member being invited.

  3. Select the invited user role

    1. Admin - Full access to all features.

    2. Project Manager - Project creation with limited management rights, full audit visibility.

    3. Technician - View license details with limited permissions on projects and licenses.

    4. Support - View license details with limited permissions on projects and licenses.

    5. Auditor - View-only access to projects, licenses, users, and audit logs.

    6. Viewer - View-only access to projects, licenses, and transactions.

The members module can be displayed by Active or Invited Users.

Displays all active users

Search & Filters

Role

Use the dropdown to filter by Admin or Viewer roles.

Search Filter

Use the dropdown to filter the search by First/Last Name, Email, or Phone.

Columns

Use this dropdown to select what columns are displayed.

  • First Name
  • Last Name
  • Role
  • Email
  • Phone

Right-Side Member Details Panel

Selecting a member opens a detail panel displaying:

General

  • First Name

  • Last Name

  • Email

  • Phone

  • Role

Activity

Displays most recent activity information for the member record.

Delete

Click to delete the member record.

Displays all user invites that have not been activated.

Role

Use the dropdown to filter by Admin or Viewer roles.

Search Filter

Use the dropdown to filter the search by Email.

The invite table displays:

  • Added On - shows the date invitation was sent

  • Email - invitation email address

  • Role - invited role

Columns

Use this dropdown to select what columns are displayed.

  • First Name
  • Last Name
  • Role
  • Email
  • Phone

Right-Side Invite Details Panel

Selecting a member opens a detail panel displaying:

General

  • Email

  • Phone

  • Role

Activity

Displays when the invitation was sent to the member.

Resend

Clicking resends the invitation to the member contact.

Delete

Click to delete the invitation/member record.